A Leading Community Bank Transforms Lead Management for Commercial Lending with Newgen Project Background The Tennessee-based community bank has 28 branch offices and offers customized personal and business banking services. The bank was managing and tracking leads manually, resulting in inefficient, time-consuming processes and opportunity leakage. Roadblocks Faced by the Bank ? Manual tracking and management of leads ? Absence of a lead qualification system ? No database to reference and identify returning prospects ? Manual assignment of leads ? Opportunity leakage ? Time-consuming manual entry of information into the loan origination systemBank's Requirements Improve tracking mechanism and lead conversion rate Manage duplicate leads Prevent lead leakage Automate l

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